Bingham Private Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Bingham Private Wealth, LLC reported 152 stock positions worth $96.7 million. Its top holding was Microsoft (MSFT) at 4.2% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 3.4%) and Amazon.com (AMZN, 2.6%). Compared with Q4 2024, it opened 13 new positions, sold out of 3, added to 81 and reduced 49. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale Apple (AAPL, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002063211
- Portfolio Value
- $96.7M (Q1 2025)
- SEC Filing
- 0001951757-25-000508 ↗ filed May 5, 2025
Holdings Value
Holdings 152 stocks · $96.7M
| MSFT Microsoft Corp. | 4.16% | 10,730 | $4.0M | Add +4.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.38% | 35,603 | $3.3M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.63% | 13,386 | $2.5M | Add +4.3% |
| AAPL Apple Inc. | 2.62% | 11,396 | $2.5M | Reduce -13.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.16% | 3,731 | $2.1M | Reduce -4.1% |
| NVDA Nvidia Corp. | 2.01% | 17,938 | $1.9M | Add +13.8% |
| AVGO Broadcom Inc. | 1.94% | 11,196 | $1.9M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 1.90% | 11,914 | $1.8M | Add +8.2% |
| JPM JPMorgan Chase & Co. | 1.82% | 7,179 | $1.8M | Reduce -5.1% |
| EQAL Invesco Russell 1000 Equal W | 1.77% | 36,184 | $1.7M | Reduce -1.4% |
| MBB iShares MBS ETF | 1.73% | 17,807 | $1.7M | Add +1.5% |
| V Visa Inc. Class A | 1.64% | 4,523 | $1.6M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.51% | 5,894 | $1.5M | Reduce -2.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.51% | 12,381 | $1.5M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.47% | 11,996 | $1.4M | Add +25.0% |
| CSCO Cisco Systems Inc. | 1.41% | 22,103 | $1.4M | Add +42.7% |
| ABBV Abbvie Inc. | 1.40% | 6,448 | $1.4M | Reduce -7.8% |
| GILD Gilead Sciences Inc. | 1.35% | 11,671 | $1.3M | Reduce -2.8% |
| WMT Walmart Inc. | 1.33% | 14,691 | $1.3M | Reduce -3.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.28% | 23,665 | $1.2M | Add +2.8% |
| MA Mastercard Inc. Class A | 1.26% | 2,228 | $1.2M | Add +1.3% |
| PM Philip Morris International | 1.21% | 7,403 | $1.2M | Reduce -6.7% |
| TMUS T-Mobile US Inc. | 1.18% | 4,273 | $1.1M | Add +6.4% |
| META Meta Platforms Inc. Class A | 1.17% | 1,968 | $1.1M | Add +6.0% |
| BN Brookfield Corp. | 1.13% | 20,901 | $1.1M | Add +4.8% |
| CVX Chevron Corp. | 1.13% | 6,534 | $1.1M | Add +2.1% |
| ISRG Intuitive Surgical Inc. | 0.99% | 1,929 | $955K | Add +0.1% |
| CRH CRH PLC | 0.94% | 10,333 | $909K | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.93% | 1,720 | $901K | Reduce -3.3% |
| FDX FedEx Corp. | 0.90% | 3,559 | $868K | Add +8.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.89% | 1,300 | $861K | Add +17.8% |
| TSLA Tesla Inc. | 0.85% | 3,159 | $819K | Reduce -15.3% |
| LLY Eli Lilly & Co. | 0.85% | 990 | $818K | Reduce -7.4% |
| UBER Uber Technologies Inc. | 0.83% | 10,962 | $799K | Add +21.6% |
| IEF iShares 7-10 Year Treasury B | 0.76% | 7,745 | $739K | Add +4.1% |
| ABNB Airbnb Inc. Class A | 0.76% | 6,168 | $737K | Add +19.0% |
| WMB Williams Cos Inc. | 0.75% | 12,212 | $730K | Add +3.0% |
| PWR Quanta Services Inc. | 0.71% | 2,720 | $691K | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.71% | 15,221 | $690K | Add +14.6% |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 1,380 | $687K | Add +59.4% |
| ACN Accenture PLC Class A | 0.70% | 2,183 | $681K | Reduce -1.7% |
| PEP Pepsico Inc. | 0.70% | 4,505 | $675K | Add +33.7% |
| LNG Cheniere Energy Inc. | 0.70% | 2,918 | $675K | Reduce -0.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.69% | 16,033 | $670K | Add +11.0% |
| NFLX Netflix Inc. | 0.68% | 708 | $660K | Add +5.8% |
| JNJ Johnson & Johnson | 0.67% | 3,901 | $647K | Add +7.2% |
| GEV GE Vernova Inc. | 0.66% | 2,088 | $637K | Add +24.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.66% | 15,260 | $637K | Add +9.4% |
| CRM Salesforce Inc. | 0.63% | 2,284 | $613K | Add +3.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.62% | 2,642 | $601K | Add +12.0% |
| KO The Coca-Cola Co. | 0.59% | 7,914 | $567K | Add +37.1% |
| COST Costco Wholesale Corp. | 0.57% | 588 | $556K | Reduce -0.2% |
| SCHW Schwab (charles) Corp. | 0.56% | 6,962 | $545K | Add +11.1% |
| RTX RTX Corp. | 0.56% | 4,114 | $545K | Add +8.8% |
| C Citigroup Inc. | 0.56% | 7,655 | $543K | Add +16.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.56% | 10,303 | $541K | Reduce -0.9% |
| MO Altria Group Inc. | 0.54% | 8,734 | $524K | Add +2.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.54% | 6,306 | $522K | Reduce -0.4% |
| BLK BlackRock Inc. | 0.53% | 543 | $514K | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 964 | $513K | Reduce -40.6% |
| DELL Dell Technologies -C | 0.53% | 5,613 | $512K | New |
| TLT iShares 20+ Year Treasury BD | 0.52% | 5,558 | $506K | Add +12.6% |
| TDG Transdigm Group Inc. | 0.51% | 358 | $495K | Add +9.8% |
| WFC Wells Fargo & Co. | 0.51% | 6,885 | $494K | Add +6.5% |
| AIG American International Group | 0.51% | 5,661 | $492K | Add +70.9% |
| COF Capital One Financial Corp. | 0.50% | 2,705 | $485K | Add +16.6% |
| HD Home Depot Inc. | 0.50% | 1,313 | $481K | Reduce -19.0% |
| ENB Enbridge Inc. | 0.50% | 10,836 | $480K | Reduce -0.9% |
| SHW The Sherwin-Williams Co. | 0.49% | 1,367 | $477K | Add +4.8% |
| NOC Northrop Grumman Corp. | 0.48% | 898 | $460K | Add +106.0% |
| CRBG Corebridge Financial Inc. | 0.47% | 14,462 | $457K | No change |
| PRU Prudential Financial Inc. | 0.47% | 4,028 | $450K | Reduce -10.0% |
| MET Metlife Inc. | 0.46% | 5,572 | $447K | Reduce -1.8% |
| AMGN Amgen Inc. | 0.45% | 1,408 | $439K | Add +27.6% |
| PGR Progressive Corp. | 0.44% | 1,509 | $427K | Add +8.3% |
| NEE Nextera Energy Inc. | 0.44% | 5,969 | $423K | Add +46.4% |
| MRK Merck & Co. Inc. | 0.43% | 4,685 | $421K | Reduce -23.9% |
| ABT Abbott Laboratories | 0.43% | 3,152 | $418K | Add +5.3% |
| TFC Truist Financial Corp. | 0.43% | 10,147 | $418K | Add +39.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.43% | 5,666 | $416K | Add +48.4% |
| KKR KKR & Co. Inc. | 0.43% | 3,573 | $413K | Reduce -2.2% |
| LIN Linde PLC | 0.42% | 865 | $403K | Add +8.3% |
| LOW Lowe's Cos Inc. | 0.41% | 1,700 | $396K | Add +2.4% |
| MCK McKesson Corp. | 0.40% | 576 | $388K | Add +11.4% |
| PFE Pfizer Inc. | 0.39% | 14,699 | $372K | Add +45.4% |
| PG The Procter & Gamble Co. | 0.38% | 2,171 | $370K | Reduce -5.6% |
| COP Conocophillips | 0.38% | 3,503 | $368K | New |
| GS Goldman Sachs Group Inc. | 0.38% | 669 | $365K | Add +16.6% |
| JCI Johnson Controls Internation | 0.37% | 4,472 | $358K | Add +9.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 2,149 | $357K | Add +7.8% |
| LUV Southwest Airlines Co. | 0.36% | 10,493 | $352K | Add +16.6% |
| SNY Sanofi-ADR | 0.35% | 6,088 | $338K | New |
| BRBR Bellring Brands Inc. | 0.35% | 4,507 | $336K | No change |
| UPS United Parcel Service Class B | 0.35% | 3,050 | $335K | Add +27.9% |
| QCOM Qualcomm Inc. | 0.35% | 2,183 | $335K | Reduce -47.0% |
| WEC WEC Energy Group Inc. | 0.34% | 3,021 | $329K | Reduce -1.8% |
| VONV Vanguard Russell 1000 Value | 0.33% | 3,870 | $319K | No change |
| DHR Danaher Corp. | 0.33% | 1,552 | $318K | Add +3.0% |
| TT Trane Technologies PLC | 0.33% | 944 | $318K | Add +3.2% |
| CPRT Copart Inc. | 0.32% | 5,516 | $312K | Add +16.7% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -13.8% | 2.62% | −0.91 |
| TSLA Tesla Inc. | Reduce -15.3% | 0.85% | −0.76 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.55 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.45 |
| INTU Intuit Inc. | Reduce -59.3% | 0.25% | −0.39 |
| QCOM Qualcomm Inc. | Reduce -47.0% | 0.35% | −0.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.1% | 2.16% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -40.6% | 0.53% | −0.25 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.25 |
| ORCL Oracle Corp. | Reduce -31.6% | 0.30% | −0.24 |
| MRK Merck & Co. Inc. | Reduce -23.9% | 0.43% | −0.22 |
| PWR Quanta Services Inc. | Reduce -1.0% | 0.71% | −0.21 |
| HD Home Depot Inc. | Reduce -19.0% | 0.50% | −0.17 |
| KKR KKR & Co. Inc. | Reduce -2.2% | 0.43% | −0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.2% | 3.38% | −0.13 |
| CMCSA Comcast Corp. Class A | Reduce -31.7% | 0.24% | −0.13 |
| ACN Accenture PLC Class A | Reduce -1.7% | 0.70% | −0.13 |
| WMT Walmart Inc. | Reduce -3.2% | 1.33% | −0.13 |
| EQAL Invesco Russell 1000 Equal W | Reduce -1.4% | 1.77% | −0.12 |
| APO Apollo Global Management Inc. | Reduce -9.5% | 0.31% | −0.12 |
| BX Blackstone Inc. | Reduce -8.2% | 0.30% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 1.82% | −0.11 |
| PRU Prudential Financial Inc. | Reduce -10.0% | 0.47% | −0.10 |
| CRH CRH PLC | Reduce -0.5% | 0.94% | −0.08 |
| BLK BlackRock Inc. | Reduce -1.3% | 0.53% | −0.07 |
| TROW T Rowe Price Group Inc. | Reduce -0.8% | 0.23% | −0.06 |
| BBY Best Buy Co. Inc. | Reduce -0.1% | 0.29% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -11.9% | 0.21% | −0.05 |
| GD General Dynamics Corp. | Reduce -14.6% | 0.28% | −0.05 |
| CAT Caterpillar Inc. | Reduce -0.8% | 0.32% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -7.4% | 0.85% | −0.03 |
| MET Metlife Inc. | Reduce -1.8% | 0.46% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -5.6% | 0.38% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -3.3% | 0.93% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -0.4% | 0.23% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.3% | 1.51% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -4.9% | 0.23% | −0.01 |
| ADP Automatic Data Processing | Reduce -6.0% | 0.30% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.4% | 0.54% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.9% | 0.56% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.57% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -8.7% | 0.27% | +0.00 |
| ENB Enbridge Inc. | Reduce -0.9% | 0.50% | +0.00 |
| XEL Xcel Energy Inc. | Reduce -0.7% | 0.30% | +0.00 |
| MRSH Marsh & McLennan Cos | Reduce -6.7% | 0.23% | +0.01 |
| KMB Kimberly-Clark Corp. | Reduce -0.5% | 0.29% | +0.01 |
| LNG Cheniere Energy Inc. | Reduce -0.1% | 0.70% | +0.03 |
| WEC WEC Energy Group Inc. | Reduce -1.8% | 0.34% | +0.03 |
| ABBV Abbvie Inc. | Reduce -7.8% | 1.40% | +0.07 |
| IBM Intl Business Machines Corp. | Reduce -2.4% | 1.51% | +0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| DELL Dell Technologies -C | New | 0.53% | +0.53 |
| CSCO Cisco Systems Inc. | Add +42.7% | 1.41% | +0.43 |
| COP Conocophillips | New | 0.38% | +0.38 |
| XOM Exxon Mobil Corp. | Add +25.0% | 1.47% | +0.38 |
| SNY Sanofi-ADR | New | 0.35% | +0.35 |
| HSY The Hershey Co. | New | 0.29% | +0.29 |
| STX Seagate Technology Holdings | New | 0.28% | +0.28 |
| FCX Freeport-McMoran Inc. | New | 0.27% | +0.27 |
| AJG Arthur J Gallagher & Co. | New | 0.27% | +0.27 |
| PHM Pultegroup Inc. | New | 0.26% | +0.26 |
| NOC Northrop Grumman Corp. | Add +106.0% | 0.48% | +0.26 |
| AIG American International Group | Add +70.9% | 0.51% | +0.25 |
| UBER Uber Technologies Inc. | Add +21.6% | 0.83% | +0.25 |
| ROP Roper Technologies Inc. | New | 0.24% | +0.24 |
| TMUS T-Mobile US Inc. | Add +6.4% | 1.18% | +0.23 |
| TMO Thermo Fisher Scientific Inc. | Add +59.4% | 0.71% | +0.23 |
| MDT Medtronic PLC | New | 0.23% | +0.23 |
| ZTS Zoetis Inc. | New | 0.21% | +0.21 |
| KO The Coca-Cola Co. | Add +37.1% | 0.59% | +0.20 |
| AZN Astrazeneca PLC-Spons ADR | Add +48.4% | 0.43% | +0.16 |
| PEP Pepsico Inc. | Add +33.7% | 0.70% | +0.15 |
| VZ Verizon Communications Inc. | Add +14.6% | 0.71% | +0.15 |
| AMGN Amgen Inc. | Add +27.6% | 0.45% | +0.15 |
| CVX Chevron Corp. | Add +2.1% | 1.13% | +0.14 |
| NEE Nextera Energy Inc. | Add +46.4% | 0.44% | +0.13 |
| V Visa Inc. Class A | Add +0.5% | 1.64% | +0.12 |
| JNJ Johnson & Johnson | Add +7.2% | 0.67% | +0.11 |
| SLB SLB Ltd. | Add +11.0% | 0.69% | +0.10 |
| PFE Pfizer Inc. | Add +45.4% | 0.39% | +0.10 |
| RTX RTX Corp. | Add +8.8% | 0.56% | +0.10 |
| BJ Bj's Wholesale Club Holdings | Add +16.3% | 0.32% | +0.10 |
| TFC Truist Financial Corp. | Add +39.6% | 0.43% | +0.10 |
| TIGR Up Fintech Holding Ltd. - ADR | New | 0.09% | +0.09 |
| VNET Vnet Group Inc.-ADR | New | 0.09% | +0.09 |
| MCK McKesson Corp. | Add +11.4% | 0.40% | +0.09 |
| PGR Progressive Corp. | Add +8.3% | 0.44% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +17.8% | 0.89% | +0.08 |
| GPC Genuine Parts Co. | Add +33.2% | 0.31% | +0.07 |
| GEV GE Vernova Inc. | Add +24.7% | 0.66% | +0.07 |
| TDG Transdigm Group Inc. | Add +9.8% | 0.51% | +0.07 |
| ABT Abbott Laboratories | Add +5.3% | 0.43% | +0.07 |
| WMB Williams Cos Inc. | Add +3.0% | 0.75% | +0.07 |
| SCHW Schwab (charles) Corp. | Add +11.1% | 0.56% | +0.07 |
| MO Altria Group Inc. | Add +2.6% | 0.54% | +0.07 |
| C Citigroup Inc. | Add +16.1% | 0.56% | +0.07 |
| TLT iShares 20+ Year Treasury BD | Add +12.6% | 0.52% | +0.06 |
| COF Capital One Financial Corp. | Add +16.6% | 0.50% | +0.06 |
| LIN Linde PLC | Add +8.3% | 0.42% | +0.06 |
| GLPI Gaming and Leisure Propertie | Add +21.4% | 0.30% | +0.06 |
| PPL PPL Corp. | Add +15.8% | 0.28% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 178 | $145.3M | AAPL, AMZN, NVDA, MSFT, AVGO |
| Q1 2026 | 164 | $126.0M | NVDA, AMZN, MSFT, GOOGL, AVGO |
| Q4 2025 | 151 | $115.9M | MSFT, NVDA, AMZN, AVGO, GOOGL |
| Q2 2025 | 158 | $104.9M | MSFT, AMZN, AVGO, BIL, NVDA |
| Q1 2025 | 152 | $96.7M | MSFT, BIL, AMZN, AAPL, SPY |
| Q4 2024 | 142 | $94.0M | MSFT, AAPL, BIL, AMZN, AVGO |